J P Morgan Exchange-traded F shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 53k | 56.39 |
| 2025-06-30 | $2.9M | 52k | 56.34 |
| 2025-03-31 | $2.6M | 47k | 55.28 |
| 2024-12-31 | $1.9M | 34k | 57.06 |
| 2024-09-30 | $1.6M | 27k | 59.53 |
| 2024-06-30 | $815k | 15k | 54.98 |
More positions owned by Diversify Wealth Management
View all positions for Diversify Wealth Management